Business advisory


Many business owners and entrepreneurs have an idea about what their future may hold but few have developed a plan.

If you are thinking about the next steps with your business—whether it’s a transition from one generation to the next or an outright sale to a third party—the time to start planning is now. The earlier you start to plan your transition strategy, the better the outcome will be, even if it is many years in the future.

It all begins with the right team with the right capabilities and resources.

The valuable resources and expertise of UBS


Grow or exit your business

Architects laughing

Timing the exit


Transaction and transition

CEPA process

The CEPA Value Acceleration Process*

The Value Acceleration Process provides a framework to help business owners with business transition planning.

*The Value Acceleration Process and the Certified Exit Planning Advisor ("CEPA") designation are copyrights of the Exit Planning Institute. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in materials way. For information, including the different laws and contracts that govern, visit

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